To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 10.17% | 0.73 | 13.33% | 69.23% |
Key Attributes
Mr. Shankar Sharma
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -1.9% | -5.0% | -4.4% | 18.1% | 38.4% | - | - | - | 33.6% |
| NSE 500 | -0.7% | -0.9% | -2.0% | 20.4% | 36.9% | - | - | - | 20.9% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| First Global The India Super 50 | Multi Cap | Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team | 19 February 2020 | 2Y 2M | - | NSE 500 | 33.6% | 71 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 6.26% | 5.98% | 69.23% | 12.24% | 0.48 | 13.33% | 2.06 | 17.16% | 0.99 | 53.85 % |
| Nifty 500 | 3.61% | 6.56% | 10.17% | 0.73 | 15.23% | 0.91 | 53.85 % | |||
| Nifty Midcap 100 | -3.94% | 9.75% | 5.81% | 0.78 | 9.80% | 0.50 | 50.00 % | |||
| Nifty Smallcap 100 | -8.92% | 11.41% | 2.49% | 0.63 | 7.44% | 0.31 | 42.31 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Reliance Industries Ltd. | 4.20 |
| Tube Investments of India Ltd. | 4.18 |
| Bharti Airtel Ltd. | 4.07 |
| ALKYL Amines Chemicals Ltd. | 3.99 |
| Astrazeneca Pharma India Ltd. | 3.85 |
| Top 5 Equity Holdings | 20.29 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 7.00 |
| Consumer Discretionary | 11.00 |
| Health Care | 12.00 |
| Information Technology | 23.00 |
| Materials | 31.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Disclaimer
#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 22.
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